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Sun Communities shares owned by Valued Wealth Advisors

Quarter-by-quarter ownership of Sun Communities (SUI) shares owned by Valued Wealth Advisors from 13F filings

Historical chart of Valued Wealth Advisors investment in Sun Communities

Tip: Access up to 7 years of quarterly data

All positions including Sun Communities held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sun Communities by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.5k 77 123.92
2024-09-30 $11k 77 136.09
2024-06-30 $9.3k 77 121.29
2024-03-31 $10k 78 128.77

More positions owned by Valued Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Valued Wealth Advisors

Top funds holding Sun Communities

Vanguard Group
Cohen & Steers Capital Management
BlackRock
Dodge & Cox
FMR
Norges Bank Investment Management
T. Rowe Price Associates
State Street Corporation
Massachusetts Financial Services
Daiwa Securities Group
Geode Capital Management
Dimensional Fund Advisors
Centersquare Investment Management
Ubs Global Asset Management Americas
PGGM Vermogensbeheer B.V.

View all funds holding Sun Communities